Bring Goals to Life
This training shows you how to use Asset-Map's goal visualization tool to illustrate shortfalls, explore solutions, and drive clearer, more confident client decisions.
About the Program
After your initial Asset-Map training, go deeper into Planning. Target-Maps are the core feature that uncovers gaps and opportunities in your clients' financial picture.
Bring Planning Conversations to Life
Select a session below to begin mastering Asset-Map.
Weekly Target-Maps Training
Live sessions held every Tuesday at 3:00 PM ET
Monthly Accelerate Training
Live sessions every 3rd Thursday of the month at 3:00 PM ET
Did You Know?
Asset-Map has additional custom training options designed specifically for larger groups, firms and enterprises.